运输力套利：沃尔玛2_老虎社区_美港股上老虎

2023-01-05

运输力套利：沃尔玛2022年关闭20家大卖场，而旗下的SAM会员店却扩张了20家。其中SAM每年299会员费，这带来30%的利润。SAM会员店的核心竞争力，物流效率高，货品搬运次数少。这里面就有一个“运输力套利”的概念，sam会员店是仓储式购物，顾客直接去TA的库房进行搬运。原本那最后的5公里（真实情况会覆盖20公里及以上）有用户自己去搬。至于sam如何实现用户愿意自己去搬运的业务闭环呢？

答案是物流效率高->成本低->选品售价低，不挣高价，只挣8%的利润。对手没兴趣也学不来，因为再造一个供应链的成本是竞争对手承担不起，JD 也是非常崇拜沃尔玛，二级市场为什么喜欢沃尔玛这样的零售商？你的答案是？$京东(JD)$ $沃尔玛(WMT)$

修改于：2023-01-06

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

大米饭00
2023-01-05
大米饭00
$沃尔玛(WMT)$ 的股票现在应该可以买
- 黄中堂聊商业:
  今年是布局年
豆腐王中王
2023-01-05
豆腐王中王
大强子还是比较有眼光的，看到了商业的核心秘密
- 黄中堂聊商业:
  是的回归商业本质（产品，价格，服务，成本，效率）
迪士尼迪斯尼
2023-01-05
迪士尼迪斯尼
沃尔玛2022年关闭20家大卖场开山姆会员是不错的策略
- 黄中堂聊商业:
  是的，商业总是往效率高流动

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